See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,125 | $135,952-59.5% | $123,892-55.5% | $273,961-79.9% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 4.57% | 56.63%-52.1pp | 47.52%-42.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,470 | $5,170-52.2% | $4,617-46.5% | $4,869-49.3% |
| Participant deferral / active EE | $4,715 | $6,343-25.7% | $5,984-21.2% | $5,287-10.8% |
| Admin fee / account holder | $263 | $9,817-97.3% | $8,357-96.9% | $10,132-97.4% |